Experienced Tax Preparer or EA - Ultratax experience Required Full time Flexible
Summary of Responsibilities A small tax office providing personalized service in the San Mateo California Area is looking for a tax preparer for a full-time position. The ideal candidate has several years of individual, partnership, and S-Corp return experience, experience communicating with clients is a must. There will be plenty of room to be challenged, grow, and work with the same clients for the long term. Our focus is on high net worth individuals. We have a flexible working arrangement - you can set your hours. 20 hours/week minimum/55 hours max during busy season - tell me your availability. Time off, health care reimbursement, and 401k available. Essenstial Functions
- Reviews tax information submitted by clients.
- Possesses knowledge of tax regulations in order to answer clients’ questions.
- Prepares personal tax returns of various complexities.
- Prepares corporate, partnership, and S-corp returns not requiring advanced expertise.
- Prepares personal tax projections.
- Prepares initial drafts of any letters required.
- Works with confidential client matters; requires ability to keep matters confidential.
Required Experience and Skills
- At least two years of experience preparing individual, corporate, partnership, and S-corp tax returns.
- Comfortable with Microsoft Office products
- Ultratax experience required
- Comfortable working off multiple monitors in a paperless environment.
- Willingness to learn new software and establish procedures.
- Willing to get your hands dirty in all aspects of the business.
Tax knowledge, ability to work in computer systems, and Ultratax expertise will need to be demonstrated in the interview. Educational Requirements
- Bachelor’s degree in accounting, or bachelor’s degree in another discipline with various course work in taxes and accounting, through intermediate level.
Please send resume and cover letter Hours per week:
- 20-55
Work Remotely
- Yes
Pay: $60,000.00 - $85,000.00 per year Benefits:
- Flexible schedule
Application Question(s):
- Are you US based?
Education:
- Bachelor's (Required)
Experience:
- Ultratax: 2 years (Required)
Work Location: Remote